ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 185 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $225,000 | +8.7% | 2,682 | +0.0% | 0.06% | +26.5% |
| Q3 2021 | $207,000 | -0.5% | 2,681 | +0.1% | 0.05% | +2.1% |
| Q2 2021 | $208,000 | +4.0% | 2,677 | +0.1% | 0.05% | -2.0% |
| Q1 2021 | $200,000 | -27.5% | 2,675 | +41.5% | 0.05% | -61.7% |
| Q1 2016 | $276,000 | -42.5% | 1,890 | -43.1% | 0.13% | -43.1% |
| Q4 2015 | $480,000 | -16.7% | 3,321 | -17.4% | 0.22% | -1.7% |
| Q2 2015 | $576,000 | +6.1% | 4,022 | +6.8% | 0.23% | +3.6% |
| Q1 2015 | $543,000 | +53.8% | 3,765 | +47.1% | 0.22% | +64.9% |
| Q4 2014 | $353,000 | +54.1% | 2,559 | +38.9% | 0.13% | +52.3% |
| Q3 2014 | $229,000 | – | 1,842 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Counsel, LLC | 137,524 | $11,552,000 | 7.83% |
| First Citizens Financial Corp | 58,262 | $4,894,000 | 3.58% |
| MinichMacGregor Wealth Management, LLC | 137,086 | $11,515,000 | 3.50% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,072 | $3,954,000 | 3.06% |
| Cadent Capital Advisors, LLC | 79,521 | $6,680,000 | 2.95% |
| SPC Financial, Inc. | 292,301 | $24,553,000 | 2.74% |
| Stonebridge Financial Planning Group, LLC | 53,140 | $3,892,000 | 2.04% |
| QUATTRO FINANCIAL ADVISORS LLC | 66,426 | $5,580,000 | 1.97% |
| WESPAC Advisors, LLC | 34,431 | $2,892,000 | 1.94% |
| Quantitative Advantage, LLC | 132,533 | $11,133,000 | 1.72% |